Paladin Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
18,759
-24
| -0.1% | -$4.92K | 2.94% | 9 |
|
|
2025
Q1 | $4.17M | Hold |
18,783
| – | – | 3.34% | 5 |
|
|
2024
Q4 | $4.7M | Sell |
18,783
-601
| -3% | -$151K | 3.6% | 4 |
|
|
2024
Q3 | $4.52M | Sell |
19,384
-107
| -0.5% | -$24.9K | 3.33% | 5 |
|
|
2024
Q2 | $4.22M | Sell |
19,491
-71
| -0.4% | -$15.4K | 3.29% | 5 |
|
|
2024
Q1 | $3.33M | Sell |
19,562
-707
| -3% | -$120K | 2.63% | 10 |
|
|
2023
Q4 | $3.9M | Sell |
20,269
-1,057
| -5% | -$204K | 3.22% | 6 |
|
|
2023
Q3 | $3.65M | Sell |
21,326
-86
| -0.4% | -$14.7K | 3.08% | 7 |
|
|
2023
Q2 | $4.15M | Sell |
21,412
-95
| -0.4% | -$18.4K | 3.33% | 7 |
|
|
2023
Q1 | $3.55M | Buy |
+21,507
| New | +$3.55M | 2.95% | 6 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3 |
|
|
2022
Q2 | – | Sell |
-21,465
| Closed | -$3.74M | – | 3 |
|
|
2022
Q1 | $3.74M | Buy |
+21,465
| New | +$3.74M | 3.04% | 7 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3 |
|